Friday, January 10, 2020

Ishmael

Ishmael is an interesting novel that makes you think about Man's place in the world. There are spoilers in the writeup below, so if you plan to read it, you may not want to scroll down.

Tuesday, January 7, 2020

Adventures of a Curious Character

Richard Feynman was a world-renowned physicist who, among other things, worked on the atomic bomb and won the Nobel Prize. In Adventures of a Curious Character, we learn more about him, through his own eyes, as he walks us through a bunch of anecdotes from his life.

Friday, January 3, 2020

See VG, 'Aye!

On the surface, Commercial Vehicle Group (CVGI) looks like a very cheap stock. This supplier of electronic systems and seats for cabs in trucks and other vehicles trades for just $200 million, having seen its stock price halved from 2018, despite ttm operating income of $64 million. An expected slowdown in the trucking industry has potentially provided an opportunity for investors in a respected, well-entrenched, relatively high-margin vehicle supplier.

Karsan Value Funds: 2019 Q4 Results

Karsan Value Funds (KVF) is a value-oriented fund, as described here. Due to securities regulations, the fund is not open to the public at this time. Should that change in the future, there will be an announcement on this site.

Thursday, December 19, 2019

Working

Pulitzer-prize winning biographer Robert Caro shares some insights into how he works in the terrific book Working. I've never actually read any of Caro's books (I'm not huge into biographies), but I'm still interested in learning as much as I can from people at the top of their fields.

Tuesday, December 10, 2019

The Man Who Solved The Market

A bunch of math nerds got to work looking for short-term inefficiencies in the market, and they found some. The Medallion Fund has realized absolutely absurd returns over the last couple of decades. The Man Who Solved the Market tells its story.

Monday, November 25, 2019

Thinking in Bets

Annie Duke became a poker champion by conquering (or at least, mitigating) her natural human biases. In Thinking in Bets: Making Smarter Decisions When You Don't Have All the Facts, she discusses how readers can avoid the pitfalls of some biases that are common to all of us.

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